Visionary Wealth Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,357
| Closed | -$281K | – | 553 |
|
|
2024
Q3 | $281K | Sell |
2,357
-1,206
| -34% | -$144K | 0.02% | 445 |
|
|
2024
Q2 | $509K | Buy |
3,563
+342
| +11% | +$48.8K | 0.03% | 324 |
|
|
2024
Q1 | $414K | Buy |
3,221
+627
| +24% | +$80.5K | 0.03% | 355 |
|
|
2023
Q4 | $268K | Buy |
2,594
+300
| +13% | +$31K | 0.02% | 411 |
|
|
2023
Q3 | $209K | Buy |
+2,294
| New | +$209K | 0.02% | 421 |
|